Three Bridge Wealth Advisors LLC boosted its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 14.9% in the 4th quarter, HoldingsChannel reports. The fund owned 125,329 shares of the company’s stock after acquiring an additional 16,216 shares during the quarter. iShares Russell Mid-Cap ETF comprises about 3.9% of Three Bridge Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Three Bridge Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $11,079,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Newbridge Financial Services Group Inc. acquired a new position in shares of iShares Russell Mid-Cap ETF during the 4th quarter worth $25,000. Legacy Investment Solutions LLC purchased a new stake in iShares Russell Mid-Cap ETF during the third quarter worth about $26,000. First Pacific Financial purchased a new stake in iShares Russell Mid-Cap ETF during the fourth quarter worth about $27,000. Hoese & Co LLP acquired a new position in iShares Russell Mid-Cap ETF during the fourth quarter worth about $32,000. Finally, Highline Wealth Partners LLC purchased a new position in iShares Russell Mid-Cap ETF in the third quarter valued at about $41,000.
iShares Russell Mid-Cap ETF Trading Down 0.6 %
IWR stock opened at $91.39 on Thursday. The firm has a 50 day moving average of $91.08 and a 200-day moving average of $88.96. The company has a market cap of $37.75 billion, a price-to-earnings ratio of 20.27 and a beta of 1.02. iShares Russell Mid-Cap ETF has a 12-month low of $77.04 and a 12-month high of $96.00.
About iShares Russell Mid-Cap ETF
iShares Russell Mid-Cap ETF (the Fund), formerly iShares Russell Midcap Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Index (the Index). The Index measures the performance of the mid-capitalization sector of the United States equity market.
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